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Marita Agnes Sullivan

JMG FINANCIAL GROUP LTD·OAK BROOK, Illinois
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2301 W. 22ND STREET SUITE 300, OAK BROOK, IL 60523-1264CRD# 1657556Firm CRD# 110302
01

About

Marita Agnes Sullivan is a registered financial advisor based in OAK BROOK, Illinois, affiliated with JMG FINANCIAL GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JMG FINANCIAL GROUP LTD
JMG FINANCIAL GROUP LTD
AUM
$5.4B
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at JMG FINANCIAL GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS
Regulatory
SEC/IARD CRD# 1657556
Firm CRD# 110302
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marita Agnes Sullivan offer?
Marita Agnes Sullivan specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Marita Agnes Sullivan's credentials?
Marita Agnes Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marita Agnes Sullivan located?
Marita Agnes Sullivan is based in OAK BROOK, Illinois, working with JMG FINANCIAL GROUP LTD. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Marita Agnes Sullivan charge for services?
Marita Agnes Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JMG FINANCIAL GROUP LTD?
JMG FINANCIAL GROUP LTD has approximately 63 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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